WA
PVI icon

WFG Advisors’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

WFG Advisors’s Portfolio PVI Stock Details PVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-78
Closed -$2K – 2232
2013
Q2 		$2K Buy
+78
New +$1.95K ﹤0.01% 1859

Other funds holding PVI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

WFG Advisors's PVI Position: Q3 2013 in Review

WFG Advisors sold out of Invesco Floating Rate Municipal Income ETF (PVI) in Q3 2013, closing a stake of 78 shares — an estimated $2K sold.

WFG Advisors first reported a position in PVI in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 30 funds tracked by Wall St. Rank hold PVI as of Q3 2013.

  • WFG Advisors reported no remaining Invesco Floating Rate Municipal Income ETF position as of Q3 2013 after selling out during the quarter.
  • WFG Advisors sold 78 Invesco Floating Rate Municipal Income ETF shares in Q3 2013, an estimated $2K.
  • WFG Advisors first reported a position in Invesco Floating Rate Municipal Income ETF in Q2 2013 and held it in 1 quarter.
  • WFG Advisors's Invesco Floating Rate Municipal Income ETF position peaked at $2K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.